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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 2pm

Spitfire Financial Group

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United States
Billings, MT
Spitfire Financial Group

I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

Whether you're a business owner planning your exit strategy, a professional preparing for retirement, or a family focused on creating a lasting legacy for future generations, our team is here to provide the attention and tailored strategies you deserve. My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To address those goals, I dev

elop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.

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• Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/16/2026

Identity theft cost Americans nearly $23 billion in 2023, and the tactics keep getting harder to spot.

Here's a simple framework for protecting yourself: https://www.spitfirefinancialgroup.com/resource-center/lifestyle/to-catch-a-thief

06/11/2026

Congratulations to the Class of 2026! 🎓

Parents, welcome to the empty nesters club! This phase of life can catch you off guard financially if you're not prepared. Reach out to our team if you have questions about this next season: https://www.spitfirefinancialgroup.com/contact

06/10/2026

If you and your kids see money differently, you're not alone. Boomers and Millennials grew up in very different financial environments, and those differences show up in how each generation approaches saving, spending, and planning.

Understanding where the other is coming from can make family financial conversations a lot easier: https://www.spitfirefinancialgroup.com/resource-center/lifestyle/how-boomers-and-millennials-differ

06/08/2026

There's something about Flathead Lake in June. The water is still cold, the crowds haven't fully arrived yet, and if you time it right, you can have a stretch of shoreline mostly to yourself.

If a week at the lake is on your calendar this summer, our checklist covers the financial side of the season too: https://www.spitfirefinancialgroup.com/blog/your-montana-summer-checklist

06/04/2026

If you've received an inheritance, one of the most common questions is also one of the hardest: What do I do with it?
There's no single right answer, but there are better and worse ways to approach it. We put together a guide that walks through the financial side of the process: https://www.spitfirefinancialgroup.com/blog/what-to-do-when-youve-received-an-inheritance

06/02/2026

Don't put off estate planning just because you don't know where to start! Our blog can shed some light on the resources that could fit your needs: https://www.spitfirefinancialgroup.com/blog/top-reasons-to-engage-an-estate-planning-lawyer

05/28/2026

If you have guests at your lake house or vacation property this summer, double-check your umbrella liability coverage. A quick call to your insurance provider takes 15 minutes and is one of those things you'd rather have sorted before the season is in full swing. Give our team a call if you have questions about how insurance fits into your overall financial picture: (406) 657-9621

05/25/2026

Today, we remember the men and women who gave their lives in service to this country. We are grateful for their sacrifice.

Our offices are closed, and we'll be back tomorrow.

05/21/2026

Summer is close, and so are the expenses that come with it. None of it feels like much in the moment, but it adds up faster than most people expect.

Before the season gets going, take 30 minutes to sketch out what summer looks like for your family and build an achievable number around it. Our Montana Summer Checklist has a few other things to think through before the summer kicks off: https://www.spitfirefinancialgroup.com/blog/your-montana-summer-checklist

Address

2877 Overland Avenue, Suite B
Billings, MT
59102

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 2pm

Website

http://spitfirefinancialgroup.com/

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